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Portolan Capital Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,670,929,331
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VISHAY PRECISION GROUP INC · COM · 92835K103 · shares: $151,134,315
- VIRTU FINL INC · CL A · 928254101 · shares: $127,611,748
- TTM TECHNOLOGIES INC · COM · 87305R109 · shares: $94,975,863
- MODINE MFG CO · COM · 607828100 · shares: $83,759,635
- QUALYS INC · COM · 74758T303 · shares: $72,843,164
- SHIFT4 PMTS INC · CL A · 82452J109 · shares: $54,190,602
- MAYVILLE ENGR CO INC · COM · 578605107 · shares: $48,670,130
- ENOVA INTL INC · COM · 29357K103 · shares: $47,855,920
- SEMTECH CORP · COM · 816850101 · shares: $47,684,085
- CELESTICA INC · COM · 15101Q207 · shares: $46,277,069
Reported holdings
148 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VISHAY PRECISION GROUP INC | COM | 92835K103 | — | 1,008,167 shares | $151,134,315 |
| VIRTU FINL INC | CL A | 928254101 | — | 2,142,215 shares | $127,611,748 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 507,838 shares | $94,975,863 |
| MODINE MFG CO | COM | 607828100 | — | 313,683 shares | $83,759,635 |
| QUALYS INC | COM | 74758T303 | — | 529,807 shares | $72,843,164 |
| SHIFT4 PMTS INC | CL A | 82452J109 | — | 1,114,116 shares | $54,190,602 |
| MAYVILLE ENGR CO INC | COM | 578605107 | — | 1,299,256 shares | $48,670,130 |
| ENOVA INTL INC | COM | 29357K103 | — | 198,795 shares | $47,855,920 |
| SEMTECH CORP | COM | 816850101 | — | 294,619 shares | $47,684,085 |
| CELESTICA INC | COM | 15101Q207 | — | 126,856 shares | $46,277,069 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 81,518 shares | $44,168,898 |
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | — | 7,025,809 shares | $42,576,403 |
| POWELL INDS INC | COM | 739128106 | — | 145,631 shares | $41,702,893 |
| PENGUIN SOLUTIONS INC | COM | 706915105 | — | 546,173 shares | $41,514,610 |
| DAVE INC | CLASS A COM NEW | 23834J201 | — | 105,338 shares | $39,247,885 |
| FLEX LTD | ORD | Y2573F102 | — | 229,027 shares | $37,118,406 |
| ALLIENT INC | COM | 019330109 | — | 359,685 shares | $37,022,377 |
| PORCH GROUP INC | COM | 733245104 | — | 2,456,451 shares | $36,945,023 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 310,361 shares | $36,687,774 |
| CANDEL THERAPEUTICS INC | COM | 137404109 | — | 3,490,398 shares | $35,951,099 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 90,312 shares | $34,703,289 |
| REGAL REXNORD CORPORATION | COM | 758750103 | — | 137,498 shares | $32,750,649 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 288,691 shares | $32,027,380 |
| BIOGEN INC | COM | 09062X103 | — | 142,856 shares | $30,865,467 |
| VEECO INSTRS INC DEL | COM | 922417100 | — | 401,639 shares | $30,444,236 |
| LUXEXPERIENCE BV | SPONSORED ADS | 55406W103 | — | 4,053,147 shares | $30,114,882 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 1,502,738 shares | $29,573,884 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | — | 1,932,514 shares | $28,214,704 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 | — | 1,819,949 shares | $27,244,637 |
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | — | 2,750,523 shares | $26,157,474 |
| BANDWIDTH INC | COM CL A | 05988J103 | — | 412,701 shares | $26,123,973 |
| WARBY PARKER INC | CL A COM | 93403J106 | — | 843,862 shares | $25,602,773 |
| KONTOOR BRANDS INC | COM | 50050N103 | — | 292,115 shares | $24,344,864 |
| OSHKOSH CORP | COM | 688239201 | — | 157,641 shares | $24,194,741 |
| ENCORE CAP GROUP INC | COM | 292554102 | — | 255,715 shares | $23,855,652 |
| TWILIO INC | CL A | 90138F102 | — | 115,397 shares | $23,809,863 |
| SEZZLE INC | COM | 78435P105 | — | 135,743 shares | $23,297,571 |
| REMITLY GLOBAL INC | COM | 75960P104 | — | 1,017,592 shares | $22,804,237 |
| ACM RESH INC | COM CL A | 00108J109 | — | 177,432 shares | $22,514,346 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | — | 469,213 shares | $22,404,921 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 1,645,761 shares | $21,855,706 |
| BLACKBERRY LTD | COM | 09228F103 | — | 1,714,461 shares | $21,687,932 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 269,229 shares | $21,328,321 |
| PULSE BIOSCIENCES INC | COM | 74587B101 | — | 753,333 shares | $20,889,924 |
| MOOG INC | CL A | 615394202 | — | 49,274 shares | $20,884,292 |
| THE REAL BROKERAGE INC | COM NEW | 75585H206 | — | 11,042,364 shares | $20,097,102 |
| CAREDX INC | COM | 14167L103 | — | 684,805 shares | $19,516,943 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 | — | 341,863 shares | $19,171,677 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 351,515 shares | $18,904,477 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 72,487 shares | $18,120,300 |
| GATES INDL CORP PLC | ORD SHS | G39108108 | — | 641,587 shares | $17,945,188 |
| MAMAS CREATIONS INC | COM | 56146T103 | — | 984,869 shares | $17,579,912 |
| KURA SUSHI USA INC | CL A COM | 501270102 | — | 302,010 shares | $17,383,696 |
| SANMINA CORP | COM | 801056102 | — | 68,255 shares | $17,273,975 |
| PARK AEROSPACE CORP | COM | 70014A104 | — | 447,390 shares | $17,072,402 |
| GRAHAM CORP | COM | 384556106 | — | 136,925 shares | $16,949,946 |
| BEL FUSE INC | CL B | 077347300 | — | 47,856 shares | $15,937,962 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 441,137 shares | $15,625,073 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 452,880 shares | $15,325,459 |
| COHU INC | COM | 192576106 | — | 206,120 shares | $15,234,329 |
| JABIL INC | COM | 466313103 | — | 38,929 shares | $15,006,351 |
| ADEIA INC | COM | 00676P107 | — | 443,060 shares | $14,589,966 |
| VICOR CORP | COM | 925815102 | — | 38,081 shares | $14,462,402 |
| TENABLE HLDGS INC | COM | 88025T102 | — | 387,923 shares | $14,306,600 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 222,393 shares | $14,235,376 |
| CRANE NXT CO | COM | 224441105 | — | 271,524 shares | $13,891,168 |
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | — | 1,894,855 shares | $13,851,390 |
| ONTO INNOVATION INC | COM | 683344105 | — | 36,503 shares | $13,814,560 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 | — | 200,315 shares | $13,751,625 |
| FORRESTER RESH INC | COM | 346563109 | — | 1,623,925 shares | $13,657,209 |
| MARINEMAX INC | COM | 567908108 | — | 344,358 shares | $12,610,390 |
| BIO RAD LABS INC | CL A | 090572207 | — | 42,620 shares | $12,513,658 |
| QUANTUM CORP | COM | 747906600 | — | 1,020,120 shares | $11,221,320 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 95,863 shares | $10,956,182 |
| FERRARI N V | COM | N3167Y103 | — | 29,079 shares | $10,825,821 |
| DIGI INTL INC | COM | 253798102 | — | 141,243 shares | $10,586,163 |
| NLIGHT INC | COM | 65487K100 | — | 151,867 shares | $10,572,981 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 220,118 shares | $10,510,635 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 63,759 shares | $10,473,691 |
| LIGHTPATH TECHNOLOGIES INC | COM CL A | 532257805 | — | 629,168 shares | $10,286,897 |
| FREQUENCY ELECTRS INC | COM | 358010106 | — | 152,818 shares | $10,139,474 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 127,498 shares | $9,979,268 |
| OKEANIS ECO TANKERS COR | SHS | Y64177101 | — | 195,997 shares | $9,823,370 |
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | — | 753,948 shares | $9,816,403 |
| SWEETGREEN INC | COM CL A | 87043Q108 | — | 1,029,016 shares | $9,065,631 |
| TAPESTRY INC | COM | 876030107 | — | 61,688 shares | $9,029,889 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 | — | 107,401 shares | $8,641,484 |
| A10 NETWORKS INC | COM | 002121101 | — | 226,920 shares | $8,477,731 |
| AMBARELLA INC | SHS | G037AX101 | — | 97,072 shares | $8,328,778 |
| TECNOGLASS INC | ORD SHS | G87264100 | — | 176,254 shares | $8,250,450 |
| QUANTERIX CORP | COM | 74766Q101 | — | 1,899,308 shares | $8,205,011 |
| TECOGEN INC NEW | COM NEW | 87876P201 | — | 1,551,113 shares | $8,096,810 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 89,274 shares | $8,063,228 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 30,557 shares | $7,964,376 |
| CASTLE BIOSCIENCES INC | COM | 14843C105 | — | 328,818 shares | $7,842,309 |
| SILICOM LTD | ORD | M84116108 | — | 162,466 shares | $7,788,620 |
| CIENA CORP | COM NEW | 171779309 | — | 15,272 shares | $7,491,832 |
| EBAY INC. | COM | 278642103 | — | 65,741 shares | $7,346,557 |
| RB GLOBAL INC | COM | 74935Q107 | — | 63,009 shares | $7,337,398 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 73,163 shares | $7,061,693 |